Setting up and running a charity – guidance

Charities and investment matters: a guide for trustees (CC14)

Find out how trustees can make the right decisions about investing charity funds.

Documents

Charities and investment matters: a guide for trustees

This file may not be suitable for users of assistive technology. Request a different format.

If you use assistive technology and need a version of this document in a more accessible format, please email usability@charitycommission.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Elusennau a Materion Buddsoddi: Canllaw i ymddiriedolwyr

This file may not be suitable for users of assistive technology. Request a different format.

If you use assistive technology and need a version of this document in a more accessible format, please email usability@charitycommission.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Legal underpinning

This file may not be suitable for users of assistive technology. Request a different format.

If you use assistive technology and need a version of this document in a more accessible format, please email usability@charitycommission.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Seiliau cyfreithiol

This file may not be suitable for users of assistive technology. Request a different format.

If you use assistive technology and need a version of this document in a more accessible format, please email usability@charitycommission.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Detail

Trustees can invest money to provide income for their charity or as a way to meet its aims. When making investments, trustees must:

  • follow any rules set out in the charity’s governing document
  • take expert advice where necessary
  • have a mix of investments which will minimise any risk
  • explain the investment policy in the trustees’ annual report

The trustees need to have control of the charity’s investments and monitor their performance. Any advice taken on investments needs to be impartial.